JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$1.08M ﹤0.01%
20,269
+3,726
3177
$1.08M ﹤0.01%
151,560
+26,811
3178
$1.08M ﹤0.01%
+33,341
3179
$1.08M ﹤0.01%
29,048
-103,543
3180
$1.07M ﹤0.01%
100,000
3181
$1.07M ﹤0.01%
+100,000
3182
$1.07M ﹤0.01%
170,513
-709,821
3183
$1.07M ﹤0.01%
56,179
-20,446
3184
$1.06M ﹤0.01%
+100,000
3185
$1.06M ﹤0.01%
100,000
3186
$1.06M ﹤0.01%
12,542
+181
3187
$1.06M ﹤0.01%
102,022
-42,421
3188
$1.06M ﹤0.01%
25,339
-118
3189
$1.06M ﹤0.01%
70,404
-37,808
3190
$1.05M ﹤0.01%
23,847
+2,585
3191
$1.05M ﹤0.01%
32,071
-67,015
3192
$1.05M ﹤0.01%
82,701
+2,347
3193
$1.05M ﹤0.01%
58,108
+180
3194
$1.05M ﹤0.01%
60,705
-33,241
3195
$1.05M ﹤0.01%
100,000
-250,000
3196
$1.05M ﹤0.01%
166,550
-11,133
3197
$1.05M ﹤0.01%
122,789
-760,322
3198
$1.05M ﹤0.01%
+154,069
3199
$1.04M ﹤0.01%
31,715
-5,921
3200
$1.04M ﹤0.01%
48,333
-4,153